Birdview PSA and Workflow Max integrations and automations

Seamlessly connect Birdview PSA and Workflow Max. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Build Powerful Workflows, fast

Triggers

When this happens…

Birdview PSA
  • New or updated project
    New or updated project in Birdview PSA

    • Any other trigger you can think up

Actions

Do this…

Birdview PSA
  • Create activity
    Create activity in Birdview PSA
  • Create project
    Create project in Birdview PSA
  • Create timelog
    Create time log in Birdview PSA
  • Create user
    Create a user in Birdview PSA
  • Custom action
    Custom action in Birdview PSA
  • Delete user
    Deletes a user in Birdview PSA
  • Get activities by project ID
    Get all project activities by Project ID in Birdview PSA
  • Get activities by task ID
    Get project activities by ID in Birdview PSA
  • Get members by project ID
    Get members by Project ID in Birdview PSA
  • Get project by ID
    Get project by project ID in Birdview PSA
  • Get timelogs by ID
    Get time logs by ID in Birdview PSA
  • Get user by ID
    Get a user by ID in Birdview PSA
  • List activities
    List all activities in Birdview PSA
  • List projects
    List all projects in Birdview PSA
  • List timelogs
    List all time logs in Birdview PSA
  • List users
    List all users in Birdview PSA
  • Update project
    Update project in Birdview PSA
  • Update user
    Update user in Birdview PSA

    • Any other action you can think up

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • Any other action you can think up

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